Abnormal Returns

JUNE 27, 2023

behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? morningstar.com) Stop lumping the 'big three' asset managers together in the same breath. morningstar.com) Economy Home prices peaked June 2022. institutionalinvestor.com) How big a problem is 'volatility laundering'?

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MainStreet Financial Planning

AUGUST 16, 2022

There are many steps in building an investment portfolio, in this article, I’ll discuss how asset allocation and risk tolerance are important considerations when investing. In simple terms, asset allocation is the mix of all the different types of investments you have in your portfolio. Some examples include U.S.

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The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. Precisely because we look at it and we’re like, wait a second, if this risk goes wrong, not only do I lose my assets, but I lose my job.

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Abnormal Returns

DECEMBER 15, 2023

slate.com) Economy Derek Thompson talks the impact of GLP-1 drugs with Zach Reitano CEO of the telehealth platform Ro and Dr. Robert Lustig. ritholtz.com) Christine Benz and Jeff Ptak talk with Ben Inker of GMO about asset allocation and quality investing. (engadget.com) SiriusXM's ($SIRI) business has kind of stalled out.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. The S&P 500® Index represents the large-cap segment of the U.S.

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Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook. CIO Perspectives Webinar, 2022 Asset Allocation Outlook . The themes and topics discussed include: The performance of various markets and asset classes over recent years and since the onset of the Ukraine conflict. Fri, 03/18/2022 - 06:42. Watch the Video.

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks achen Fri, 10/28/2016 - 11:25 Why Have High Dividend Yielding Sectors Done Well This Year? According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Reach for yield.

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Brown Advisory

OCTOBER 28, 2016

Asset Allocation: Caution Toward High Dividend Yielding Stocks. According to Morningstar, overall assets in dividend-focused ETFs and mutual funds have ballooned to $672.6 billion in assets they held in 2011. Fri, 10/28/2016 - 11:25. Why Have High Dividend Yielding Sectors Done Well This Year? Reach for yield.

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Abnormal Returns

MARCH 26, 2023

Strategy Shifting your asset allocation based on economic forecasts is a fool's errand. rationalwalk.com) How the bank crisis could ripple through the economy. notes.mtb.xyz) Companies How old economy companies benefit from Big Tech layoffs. wsj.com) Economy The banking crisis stems directly from the pandemic.

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Discipline Funds

AUGUST 16, 2024

Tariffs and trade wars are the equivalent of putting boulders in your own harbors thinking you’ve made your economy more accessible to everyone when all you’ve really done is make things more difficult for everyone. You’re either going to pass away soon OR the assets will become someone else’s.

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Truemind Capital

APRIL 19, 2024

Here are some of the popular themes and the risks associated with them: Falling Interest Rates : There has been earnest demand by market participants to cut interest rates in the US and other developed economies on the back of falling inflation rates. One can consider debt portfolios with floating rate instruments for long-term allocation.

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Abnormal Returns

OCTOBER 1, 2022

theirrelevantinvestor.com) A proper asset allocation is a precondition to avoid market-related panic. morningstar.com) Economy The August PCE price index increased 6.2% (nytimes.com) Year-to-date, the Renaissance IPO ETF is down almost 50%. institutionalinvestor.com) Options trading is booming. year-over-year.

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The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

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Abnormal Returns

NOVEMBER 4, 2022

Strategy When should you change your asset allocation? hunterwalk.com) Global The Canadian economy continues to add jobs. nytimes.com) Economy You can find signs of weakness in the October NFP report if you look. Not all that often. awealthofcommonsense.com) For the first time in a decade, TIPS finally look attractive.

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Discipline Funds

AUGUST 2, 2024

We’ve spent much of the last year explaining how higher rates were slowly putting the screws to the broader economy. The economy doesn’t land like a plane. 5%+ interest rates are not a normalized economy and now looks far too restrictive. None of this is terribly surprising to readers here.

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Yardley Wealth Management

DECEMBER 23, 2022

The post The Stock Market is Not the Economy appeared first on Yardley Wealth Management, LLC. The Stock Market is Not the Economy. I think that the economy and the stock market always diverge, and the stock market is way more volatile than the economy. They are not the same thing.

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Advisor Perspectives

OCTOBER 4, 2023

Northern Trust’s Capital Market Assumptions (CMA) report, an annual report of long-term average annualized return expectations for a wide range of asset classes, forecasts below-trend global growth at an annualized rate of 2.4% trillion in assets under management. trillion in assets under management. a year on average.

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Nationwide Financial

JANUARY 25, 2023

Review risk tolerance and current asset allocation strategy It’s important to ensure your clients’ portfolios align with their risk tolerance because taking too much risk can negatively impact their ability to navigate market fluctuations. You can help them start the year right by conducting a retirement checkup.

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Advisor Perspectives

OCTOBER 28, 2024

The yield curve indicates that US economic growth has slowed, with only limited signs that the economy could be heading into a broad decline.

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Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In our view we’re still in the “muddle through” camp as it pertains to the economy.

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Discipline Funds

NOVEMBER 8, 2023

Macroeconomic Overview Our macroeconomic forecast for 2023 called for a year of disinflation and “muddle through” That means we expected the economy to remain sluggish and for inflation to show positive rates of change that were sequentially slower. To learn more about our investment management service please contact us here.

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James Hendries

MARCH 13, 2023

Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. They tend to do better early in economic cycles once the economy emerges from recession.

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The Irrelevant Investor

AUGUST 15, 2018

Are buybacks starving the economy? On this week's Animal Spirits, we discuss: Why did I say "funding secured" Why do companies go private? No, but it's complicated And earning-per-share bonuses need to be adjusted for buybacks The housing crash disproportionately affected the middle class The CAPE ratio arguments are usually black or white.

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Discipline Funds

DECEMBER 31, 2023

Just when you feel like you know everything the markets and the economy will surprise you. The last few years have made that abundantly clear as high inflation has ravaged most of the global economy. I created the Defined Duration strategy because I am trying to better solve for time in asset management.

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A Wealth of Common Sense

MARCH 8, 2023

Short-term interest rates continue to charge higher as the economy remains stronger than anticipated. We’re looking at 5% yields across the board for short-term government bonds.

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Brown Advisory

MARCH 9, 2023

As the world’s second-largest economy emerges from years of COVID-19 lockdowns, consumers there are flush with cash and could boost U.S. Asset allocation for a year where bonds offer the most attractive returns they have compared to the expected returns for stocks in decades. multinationals and aggregate demand.

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The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. BITTERLY MICHELL: … across asset classes is the way that I think about it. BITTERLY MICHELL: … obviously, the United States, the global economy.

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The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. And the place where I was looking for this risk factors was in the real economy. And finally, I decided to join the Soros.

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Dear Mr. Market

MARCH 11, 2023

We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. It first has to fend off #10 Turkey ( TUR ) whose economy is already vulnerable but also having to recover from a pair of massive 7.8 earthquakes.

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Truemind Capital

JUNE 30, 2022

After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. trillion to ~$8-8.5 Source: ICICI MF.

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The Big Picture

MARCH 5, 2024

So they’d give individual asset allocation to people and they’d go invest their money. 00:14:30 [Speaker Changed] I talked about setting up the infrastructure to prepare to invest, and we looked at every asset class. So it’s, it’s assets like that. This was gonna be a multi-strategy vehicle.

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Discipline Funds

NOVEMBER 17, 2023

Not only do we know that shelter is making inflation look irrationally high, but we also know that the most important retailers in the US economy are saying exactly what the CPI ex-shelter says. And the only way that disaster happens is if your financial planner is making irrational projections about asset returns and your asset allocation.

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Truemind Capital

JULY 19, 2024

By mid-June, the Nifty had bounced back from its lows, driven by expectations of a stable coalition government and positive monsoon forecasts, which are vital for the rural economy and consumption sectors. Other Asset Classes: In the April to June 2024 quarter, gold experienced notable fluctuations and overall gains.

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Discipline Funds

DECEMBER 28, 2022

The Fed in Plain English (video) Perry Mehrling’s Excellent Monetary System Course (video series) Thinking of the Economy as a System of Flows The USA is Not Going Bankrupt The Role of the Entrepreneur in the Economy Why Time is the Ultimate Form of Wealth What Causes Recessions? What is the Purposes of Interest?

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Truemind Capital

AUGUST 12, 2023

Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. We continue to stay under-allocated to equity (check the 3rd page for asset allocation) at the current valuation levels. Equity Market Insights : Where is the recession?

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The Irrelevant Investor

JANUARY 4, 2016

What the optimal asset allocation will be over the next twelve months. How fast or slow the economy will expand or contract. What the best asset class/sector/stock will be over the next year. What is priced in to the market. Who is on the other side of your trade. What the Fed will do with interest rates.

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Truemind Capital

APRIL 21, 2023

Equity Market Insights: The last quarter has seen one of the major shakeups from the prevailing easy situation over the last decade for the global economies. Thankfully, the Governments intervened to avoid major spillover effects on the overall economy. The rising risk of Global financial uncertainties affected Indian markets as well.

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